Enodo Economics

What Enodo Economics does

Enodo Economics is an independent macroeconomic, political, and geopolitical forecasting company focused exclusively on China and its global impact. Founded in 2016 by Diana Choyleva and headquartered in London, the firm produces in-depth research that integrates Chinese economic data, industrial policy, and political analysis to produce actionable conclusions for investment, business, and policy decision-makers. The product suite is human-research-led and comprises weekly reports (China News That Matters, Enodo Insight), deep-dive analysis (Enodo Untangled), rapid-reaction notes (Enodo QuickTake), client webinars, a chart-based 12-18 month forecast publication (Enodo China in Charts), a downloadable Chart Library, and the Enodo Taiwan Watch specialized service for monitoring military conflict risk over Taiwan. The firm does not rely on a software platform as its core product; its analytical value derives from a 5-person senior team (250+ years combined experience) and proprietary frameworks such as the "Great Decoupling."

The business model is built on three revenue streams: subscription-based research access (the majority of revenue), paid online training courses distributed through an edX partnership, and fee-based speaking engagements by Diana Choyleva. Subscriptions are sold through a sales-assisted motion that begins with a free trial registration and is targeted at institutional clients including asset managers, hedge funds, investment banks, sovereign wealth funds, government entities, and family offices. The customer base includes named institutions such as Ruffer, Invesco, HSBC, BNY Mellon, Cinven, Cardano, Courtiers, and Stratton Street Capital, alongside endorsements from Janet Yellen, Mervyn King, MIT President L. Rafael Reif, and former MI6 Chief Sir Alex Younger. Pricing tiers are not publicly disclosed. The firm is privately held, appears to be entirely founder-owned, and has no parent company, no external funding, and no disclosed M&A activity; Seamus Keaveney serves as CEO alongside Diana Choyleva as Founder and Chief Economist.

Name

Enodo Economics

Legal name

Enodo Economics Ltd.

Website

https://enodoeconomics.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

1–10 employees

Short description

Enodo Economics is an independent London-based forecasting firm that produces subscription research, webinars, and chart-based forecasts on China's economy, politics, and geopolitics for institutional investors, banks, sovereign wealth funds, and government clients, supported by an edX training course.

Ownership category

akta.pro rank

Product category

Macroeconomic and Geopolitical Research Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Economic & Macroeconomic Research (BPAHALAD)

akta.pro secondary industry

Economic Research, Statistics & Policy Advisory (BPADAMAJ)

Keywords

• Macroeconomic forecasting
• China economic research
• Geopolitical intelligence
• Political risk analysis
• Investment research

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Subscription Research Services: Enodo Economics generates the majority of its revenue through subscription-based access to its research and forecasting platform. Subscribers receive weekly reports (China News That Matters), deep-dive analysis (Enodo Untangled), rapid reaction notes (Enodo QuickTake), charting tools, webinars, and data downloads. Clients range from asset managers and hedge funds to sovereign wealth funds and government entities, typically paying annual subscriptions.
2. Training Courses: Enodo offers paid online training courses on US-China relations and China's economy through an edX partnership. These courses target financial sector professionals, policy officials, and business strategists seeking to understand China. Revenue is generated through course enrollment fees.
3. Speaking Engagements: Diana Choyleva is available for booking as a speaker at corporate events, conferences, and policy forums. Enquiries are directed to [email protected]. Speaking engagements serve both as a revenue stream and a key marketing/demand-generation channel.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels10 records

Core offering

Enodo Economics is an independent macroeconomic, political, and geopolitical forecasting company focused on China and its global impact. The firm sells subscription-based research, charting tools, webinars, and specialized Taiwan conflict-risk monitoring to institutional clients, supplemented by paid training courses delivered via edX and Diana Choyleva's speaking engagements. Clients receive regular reports, deep-dive strategic analysis, rapid reaction notes, and downloadable data to inform investment, business, and policy decisions.

Product overview

Enodo Economics is an independent macroeconomic, political and geopolitical forecasting company focused on China and its global impact. The company offers a suite of research and forecasting services including Enodo Insight (regular reports), Enodo Untangled (deep-dive analysis), Enodo QuickTake (topical updates), Enodo Webinars (client presentations), Enodo Taiwan Watch (specialized Taiwan risk monitoring), and Enodo China in Charts (forecast publications). These core research products are supported by analytical tools including the Enodo Chart Library, Data Download capability, and Enodo Infographics. The company also offers professional training courses on China-US relations.

Differentiator

Problem solved

Functional benefit

Products and services

• Enodo Insight Regular reports that help subscribers navigate China's economic, financial market, political and geopolitical developments, providing insight to make better investment, business and policy decisions. Targeted at institutional clients.
• Enodo Untangled Deep-dive analysis of China providing big-picture strategic advice on its economic, financial and political outlook and the implications for the rest of the world.
• Enodo QuickTake Short update to a view or quick reaction to a topical event in China's economy, politics or geopolitics.
• Enodo Webinars Client webinars where Diana Choyleva presents her current views and answers questions, plus exclusive events with special guests on topical themes.
• Enodo Taiwan Watch Specialized service that monitors and analyzes the ever-evolving risk of Chinese military action against Taiwan and potential US involvement, integrating geopolitical, military, and financial market analysis.
• Enodo China in Charts Chart-based publication presenting economic and financial forecasts for the coming 12-18 months.
• China-US Relations Training Course (edX) Interactive online course on US-China relations delivered through edX, covering why US-China relations have deteriorated, how engagement has given way to competition in economic, technology and military spheres, and how the geopolitical contest is likely to play out.
• China News That Matters Weekly newsletter providing concise and incisive coverage of economic, financial and political news from China, distributed by email to subscribers.
• Speaking Engagements with Diana Choyleva Bookable speaking engagements by Diana Choyleva at corporate events, financial conferences, and policy forums on China's economy, US-China relations, and geopolitical themes.

Quantifiable outcome

• 200% return on approximately €140 million investment attributed to following Enodo's China News That Matters
• +3 more outcomes

Named customers16 records

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

One partnership is on record.

• edXcoreChannel Partner/ Reseller/ DistributorEnodo Economics has partnered with edX to create and distribute a 5-star rated online training course on US-China Relations. The course is offered through the edX platform (identified by the edX logo on the training page), extending Enodo's reach to a global professional education audience. The course covers why US-China relations have deteriorated, how engagement has given way to competition in economic, technology, and military spheres, and how the geopolitical contest is likely to play out.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Gavekal Dragonomics: Independent macro and political research firm focused on China and emerging Asia, offering subscription research to institutional investors. Directly competes with Enodo Economics for the same asset manager, hedge fund, and sovereign wealth fund client base with overlapping China macro/political coverage.
• Trivium China: Independent China-focused research firm providing macroeconomic, political, and policy analysis to investors and corporates. Closely comparable to Enodo in its narrow China lens, subscription delivery model, and contrarian positioning versus consensus China views.
• China Beige Book: Independent data-driven China research firm providing proprietary survey-based analysis of economic conditions and corporate sentiment. Comparable to Enodo in its focus on independent China intelligence sold via subscriptions to financial and corporate clients.
• Independent Strategy: Independent global macroeconomic and investment strategy research firm led by David Roche, serving institutional investors. Comparable in offering contrarian, founder-led subscription macro research and engaging with sophisticated institutional client base, though broader than Enodo's China-only lens.

Broad incumbents

• Capital Economics: Large independent macroeconomic research consultancy serving institutional investors, corporates, and governments globally. Comparable in delivering subscription-based macro forecasting and country-level analysis, but operates at much greater scale and breadth than Enodo's China-only specialty.
• Lombard Street Research: Independent macroeconomic research firm where Diana Choyleva was previously chief economist and head of research for 16 years. Highly relevant as a former employer of Enodo's founder and as a benchmark subscription macro research provider serving similar institutional clients.
• TS Lombard: Independent global macro research firm providing political and economic analysis to institutional investors. Overlaps with Enodo in macro/political subscription research and in serving asset managers, hedge funds, and family offices.
• Eurasia Group: Leading geopolitical risk advisory and research firm serving corporates, investors, and governments. Comparable in delivering paid geopolitical and country-risk analysis with political risk coverage, though at significantly larger scale across all geographies versus Enodo's China focus.

Emerging players

• MacroPolo: Think tank producing independent analysis on China's economy, technology, and geopolitics. Overlaps with Enodo in providing independent China-focused analysis, though more policy/academic oriented versus Enodo's investor-driven subscription model.
• Rhodium Group: Independent research provider focused on China, cleantech, and emerging markets, offering subscription data and advisory services. Comparable in providing paid independent analysis on China's economic and geopolitical trajectory to institutional clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/enodoeconomics
• Facebookfacebook.com/enodoeconomics
• LinkedInlinkedin.com/company/enodo-economics

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Enodo Economics